Filed January 31, 2006 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $364,649 |
TRENDZ ADVISORS, INC.6+ years Filed as: TRENDZ ADVISORS, INC Service code 26 · EIN 20-4278363 | Advisory (Participants) | $148,337 |
OPPENHEIMER6+ years Filed as: OPPENHEIMER & CO. Service code 27 · EIN 13-5657518 | Advisory (Plan) | $55,000 |
THE BANK OF NEW YORK MELLON6+ years Filed as: PERSHING YOAKLEY & ASSOCIATES, P.C Service code 10 · EIN 62-1517792 | Accounting | $18,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,415 | $63,259+60.3% | $178,490-43.2% | $93,223+8.8% |
| Participation rate | 54.3% | 72.1%-17.8pp | 81.9%-27.6pp | 74.9%-20.6pp |
| Annual return | 22.13% | 19.93%+2.2pp | 151.07%-128.9pp | 19.29%+2.8pp |
| Employer contribution / active EE | $1,436 | $1,865-23.0% | $5,011-71.3% | $2,680-46.4% |
| Participant deferral / active EE | $2,533 | $3,372-24.9% | $5,202-51.3% | $4,563-44.5% |
| Admin fee / account holder | $83 | $58+42.3% | $13,984-99.4% | $79+4.2% |